AIM
Aspen Investment Management Portfolio holdings
AUM
$331M
1-Year Est. Return
20.07%
This Fund
S&P 500
1 Year Est. Return
+20.07%
AUM
$259M
AUM Growth
+$21M
(+8.8%)
Holding
158
Top Buys
| 1 | +$1.25M | |
| 2 | +$1.07M | |
| 3 | +$830K | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$803K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$735K |
Top Sells
| 1 | +$864K | |
| 2 | +$565K | |
| 3 | +$514K | |
| 4 |
Elevance Health
ELV
|
+$445K |
| 5 |
Fortinet
FTNT
|
+$404K |
Sector Composition
| 1 | Technology | 11.44% |
| 2 | Financials | 11.29% |
| 3 | Industrials | 6.27% |
| 4 | Healthcare | 4.35% |
| 5 | Consumer Staples | 3.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Onto Innovation
ONTO
$10.6B
| – | – |
-2,900
|
|
||
152
Okta
OKTA
$15.6B
| – | – |
-2,574
|
|
||
153
MetLife
MET
$50B
| – | – |
-7,025
|
|
||
154
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.41B
| – | – |
-5,914
|
|
||
|
155
Fortinet
FTNT
$63.9B
| – | – |
-3,817
|
|
||
|
156
Elevance Health
ELV
$72.8B
| – | – |
-1,143
|
|
||
157
DTE Energy
DTE
$28B
| – | – |
-2,088
|
|
||
158
Dutch Bros
BROS
$7.22B
| – | – |
-4,240
|
|